Updated
SouthernSO · Utilities
$92.34-1.07%
Market cap$104.1B
IndustryUtilities - Regulated Electric
Southern (SO) Superinvestor holders
22 of the superinvestors we track hold Southern (SO) in their latest 13F filings, $1.2B in total.
Summary
The largest holder is Mark Donovan (Boston Partners), with $591M, 0.5% of the portfolio.
In their latest quarter: 12 added, 10 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Mark Donovan Boston Partners |
Added | 6,174,426 | $591M | 0.5% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 2,320,369 | $222M | 0.4% | Q2 2026 |
| Jennison Associates | Trimmed | 1,870,949 | $179M | 0.1% | Q2 2026 |
| Arrowstreet Capital | Added | 704,100 | $67M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 456,982 | $44M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 303,736 | $29M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 275,457 | $26M | 0.0% | Q2 2026 |
| Neil Hennessy Hennessy Advisors |
Added | 271,100 | $22M | 0.8% | Q3 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 206,301 | $20M | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Added | 122,305 | $10M | 0.0% | Q3 2026 |
| Baillie Gifford Baillie Gifford & Co |
Added | 81,938 | $7M | 0.0% | Q3 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 54,762 | $5M | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Trimmed | 41,611 | $4M | 0.2% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 30,253 | $3M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 24,248 | $2M | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 21,255 | $2M | 0.0% | Q3 2026 |
| Ray Dalio Bridgewater Associates |
Added | 16,972 | $2M | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 9,617 | $920,441 | 0.0% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | 3,375 | $323,021 | 0.0% | Q2 2026 |
| Fayez Sarofim Fayez Sarofim & Co |
Added | 2,840 | $271,816 | 0.0% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Added | 2,840 | $235,408 | 0.1% | Q3 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 473 | $45,271 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 22 |
| Q1 2026 | 25 |
| Q4 2025 | 27 |
| Q3 2025 | 27 |
| Q2 2025 | 23 |
| Q1 2025 | 22 |
| Q4 2024 | 24 |
| Q3 2024 | 23 |
Questions about Southern
Which superinvestors own Southern?
22 of the superinvestors we track hold Southern (SO) in their latest 13F filings, $1.2B in total. Mark Donovan, Ensign Peak, Jennison Associates, Arrowstreet Capital, Cliff Asness, Two Sigma.
Who is the largest superinvestor holder of SO?
The largest holder is Mark Donovan (Boston Partners), with $591M, 0.5% of the portfolio.
From Southern's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.